Services Financial Planning From paying for education to preparing for retirement, we work with you to develop and implement a lifetime financial plan for protecting your interests and achieving your dreams. Equity Services Brokerage transactions for common and preferred stocks, warrants and other securities which are listed on the national securities exchanges as well as unlisted (OTC) offerings. Mutual Funds We offer experienced guidance in recommending and selecting professionally managed mutual funds for large and small investors. Here is a partial list of our mutual fund partners:ADIRONDACK FUNDSAIM MONEY MARKET FUNDSALLIANCE FUNDSALLIANZ FUNDSAMERICAN CENTURY FUNDSAMERICAN FUNDSBLACKROCK FUNDSCALAMOS FUNDSCENTURY FUNDSCOHEN & STEERS FUNDSCOLUMBIA FUNDSDELAWARE / VAGEUR FUNDSDREYFUS FUNDSDWS FUNDSEAGLE FUNDSEATON VANCE FUNDSEVERGREEN FUNDSFEDERATED FUNDSFIDELITY FUNDSFIRST EAGLE FUNDSFRANKLIN TEMPLETON FUNDSGABELLI FUNDSGOLDMAN SACHS FUNDSHARBOR FUNDSING PILGRIM FUNDSINVESCO AIM FUNDSIVY FUNDSJANUS FUNDSJOHN HANCOCK FUNDSJP MORGAN OFFSHORE FUNDSJP MORGAN FUNDSLORD ABBETT FUNDSMAINSTAY FUNDSMFS FUNDSNATIONWIDE FUNDSNATIXIS FUNDSNUVEEN FUNDSOPPENHEIMER FUNDSPIMCO / RCM FUNDSPIONEER FUNDSROYCE FUNDSRS FUNDSRYDEX FUNDSSCUDDER FUNDST. ROWE PRICE FUNDSVAN KAMPEN FUNDSVANGUARD FUNDSWINSLOW GREEN FUNDSWORLD FUNDS Professional Affiliations Securities are offered through Capitol Securities Management, Inc., member SIPC and FINRA. Securities are held by Pershing, LLC a division of Bank of New York Mellon, and are insured for their full value. Corporate Bonds, CDs & Tax-Exempt Securities For those seeking competitive taxable current yields, we offer listed and unlisted corporate bonds and convertible bonds, and broker federally insured certificates of deposit from other financial institutions. Through our bond-trading desk, we offer a variety of attractive, tax free municipal bonds from local and national issuers. Professional Money Management We serve as professional money managers, supervising your portfolio and recommending changes to keep your investments aligned with the rapidly changing financial environment and your goals. Annuities & Life Insurance We help clients achieve well balanced portfolios with the ability to secure low-cost, competitively priced policies for life insurance, retirement plans, and tax-deferred accrual of gains and interest. Insurance Services Estate Planning, Trusts and Charitable Planning;Employee Benefits – Pension Planning;Business Insurance - Entity Continuation Agreements;Long-Term Care Insurance. Retirement Benefit Plans Tax advantaged retirement plans for individuals or corporations. Low cost IRA, Profit Sharing, Money Purchase, Simplified Employee Pension (SEP), 401(k), and Pension Plans. Stock Options With our direct connections to all major options markets, we can assist you with options strategies to suit particular investment objectives. Private Wealth Management Comprehensive wealth advisory service for high net worth clients.